Becker Business Podcast – Episode Summary

Episode Title: Tesla, Apple, Oracle, & NASDAQ 9-16-25
Host: Scott Becker
Date: September 16, 2025

Episode Overview

In this episode, Scott Becker covers recent business updates focused on four major topics: Tesla’s resurgence, Apple’s performance and new product buzz, Oracle’s astonishing year, and the Nasdaq’s notable market streak. The discussion offers key insights for investors and anyone tracking trends in the business and tech sectors.

Key Discussion Points & Insights

1. Tesla’s Resurgence and Elon Musk’s Role

• Tesla shows “tremendous resilience” after a poor start to the year, now back in the black year-to-date.
• The stock has gained 70% in the last six months.
• Part of the rebound is attributed to:
  • Elon Musk moving away from political distractions: “It’s probably good for Elon to get out of politics so heavily and out of the Trump administration and maybe more focused on Tesla.” (Scott Becker, 01:01)
  • Stock buyback initiatives and advancements in robotics and robo-taxis.
• Becker expresses:

  “There’s probably nobody that has more lives than Elon Musk, other than maybe Donald Trump.”
  (Scott Becker, 00:44)

2. Apple’s Position and the iPhone 17 Excitement

• Apple has been “in the doldrums” compared to the rest of the 'Magnificent Seven'.
• Currently, “only about 4% underwater for the year.”
• There is increased excitement around the iPhone 17:

  “I think there’s probably more excitement around this iPhone 17 than we’ve seen in a long time.”
  (Scott Becker, 01:36)

3. Oracle’s Breakout Year

• Oracle is described as “one of the biggest stories of the last couple months”.
• Up about 90% year-to-date—a “breakout” for a company not often grouped with top technology stocks recently.
• Praise for Larry Ellison, Oracle’s CEO:

  “Larry Ellison, the 80-year-old CEO who’s been through four or five wives. That’s not a knock on him, God bless him, is just knocking it out of the park again and really incredible to see.”
  (Scott Becker, 02:09)

4. Nasdaq’s Winning Streak

• The Nasdaq is up for the 10th or 11th consecutive day, an unusual streak.
• Becker offers a reminder for investors:

  “For those of us that are long term investors, that generally means at some point we’ll see things go the other way as well. But for the time being, people are sure enjoying this run in the market…”
  (Scott Becker, 02:34)

Memorable Quotes

• On Elon Musk:
  “There’s probably nobody that has more lives than Elon Musk, other than maybe Donald Trump.”
  – Scott Becker (00:44)

• On Apple’s new product cycle:
  “I think there’s probably more excitement around this iPhone 17 than we’ve seen in a long time.”
  – Scott Becker (01:36)

• On Oracle and Larry Ellison’s leadership:
  “Larry Ellison, the 80-year-old CEO who’s been through four or five wives. That’s not a knock on him, God bless him, is just knocking it out of the park again and really incredible to see.”
  – Scott Becker (02:09)

• On the Nasdaq streak:
  “For those of us that are long term investors, that generally means at some point we’ll see things go the other way as well. But for the time being, people are sure enjoying this run in the market…”
  – Scott Becker (02:34)

Timestamps for Important Segments

• Tesla Resurgence & Elon Musk Commentary: 00:44 – 01:16
• Apple Performance & iPhone 17 Excitement: 01:16 – 01:47
• Oracle’s Breakout Year & Larry Ellison: 01:47 – 02:19
• Nasdaq Streak & Investing Outlook: 02:19 – 02:49

Tone & Style

Scott Becker’s tone is conversational, insightful, and occasionally humorous, providing context and personal opinions on each company’s performance. The analysis is aimed at investors and business enthusiasts, with a focus on the narrative behind the numbers.